top of page
Search
  • Writer's pictureAndrew Burns
    • Dec 1, 2019

Beyond the Great Wall -- December 2019

Welcome to our inaugural newsletter. My goal in writing these letters is to exchange investment insight with an engaged reader base. In this edition, I highlight what I see as a common misconception about China, talk about my visit to the most interesting place you may have never heard of, and take a look at the state of affairs in Hong Kong. Please do not hesitate to share this letter or reach out to me for further discussion.

I hope that you learn something new and thank you for reading. Click below to read on...



Inside the Great Wall - December 2019
.pd
Download PD • 248KB

0 comments

Recent Posts

See All

Rising interest rates take no prisoners; market action in 2022 was no exception to this rule. In this annual review letter, I: 1. Review my investment performance against a difficult market backdrop 2

In the first part of 2022, undercurrents that began to appear in 2021 turned into riptides, sending stock and bond markets down in concert. In my most recent newsletter, I: 1. Explore the market's

"It really feels good to get back and be doing this in person. It’s been three years. And it’s a lot better seeing actual shareholders, owners, partners... ...I mean, for example, if we had a manager

bottom of page